Meeting with a Financial Planner is both exciting and daunting. We understand that the idea of talking about your finances for the next 40-50 years may seem like a big task!
That’s why your Resolve Financial Planner will explain the process with you and provide a clear understanding of how we’ll build a relationship with you over time, while fitting into your busy lifestyle.
Your Resolve Financial Planner will work with you to:
Understand your situation
The key to creating a successful Financial Plan is understanding your personal situation, and which stage of life you’re at right now. Full disclosure of your current financial position, including income and expenses, along with any superannuation and insurances, will help build a clear picture and set the foundations for your strategy.
Understand any risks
Examining any potential risks involved with your personal situation is not a bad thing. It’s important to know everything that may affect you and how, and knowing the risks you face allows you to work with your Financial Planner to help manage and eliminate them as you progress on your journey.
Understand your goals and objectives
No matter your current situation, we understand that you will always want to achieve more. So we’ll work with you to identify your short term needs and priorities, but we’ll also consider your long term goals. Having a complete picture creates the base for your initial plan, and fits it within a framework for your longer term strategies.
After your initial appointment, your Financial Planner will investigate a range of options and prepare your Statement of Advice, which is your initial financial plan. This plan outlines the recommended strategies and solutions specific to your situation and goals.
From here, your Financial Planner will:
Present your Statement of Advice
This means taking you step by step through the recommendations, answering any questions you may have, and ensuring that you have a clear understanding of the plan as a whole. If your Planner recommends any specific products, we’ll also provide you with supporting documentation and full product details.
In this appointment, you’ll confirm if you are happy to work alongside your Resolve Financial Planner to achieve the goals outlined in the Statement of Advice.
Once you confirm that you’re happy with your plan and agree to commence the relationship with your Resolve Financial Planner, we’ll get to work on implementing your strategies.
When you break the process down, it’s easy to see how simple it is to set yourself up for long term financial success. The earlier you discuss your options, the sooner your strategies can be achieved – so why wait?
Book an appointment with a Resolve Financial Planner today!